INTEGRATED WEALTH MANAGEMENT TAILORED TO PLAINTIFF ATTORNEYS

 

Our diverse and experienced team brings together investment management, tax planning and preparation, financial planning, and estate planning for a truly comprehensive approach to wealth management.

Attorney Fee Deferral

  • Avoid + reduce income tax
  • Invest pre-tax and grow wealth tax-deferred
  • Defer and structure contingency fees
  • Customize payment schedules

Settlement Solutions for Plaintiffs

  • Personal Injury Super Roth
  • Recurring payments over a pre-determined period
  • Avoid mismanagement of large sums
  • Avoid insurance company annuity products

Qualified Settlement Funds

  • Plan when/how dollars become taxable
  • Gain time to plan long-term fee deferral for attorney
  • Allow client extra time to financially plan post settlement
  • Alleviate defendant participation
  • Relieve pressure to resolve lien negotiations
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INVESTMENT MANAGEMENT

Globally diversified portfolios with a focus on value opportunities in the market. Our team of analysts, portfolio managers, and traders oversee our client's investments.  

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ESTATE PLANNING

We coordinate all aspects of our client's financial picture into their estate plans, creating an integrated financial plan that achieves their future goals.                   

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FINANCIAL PLANNING

Complex financial planning that is unique to your situation, crafted with our in-house team of experts with backgrounds in law, accounting, estate planning, and financial planning that execute our planning process. 

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TAX PLANNING

Our team of tax experts assess your tax situation, identify opportunities for tax optimizations, file returns, generate tax projections and evaluate tax implications specific to client situations.                       

Contact Us

(888) 478-1971

plaintiffadvisors@exencialwealth.com